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Closed listing

Shinhan Bank Canada

Financial Services Representative

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 29, 2026
Experience: Work Experience Requirements: 1-3 years
Posting language: English
Posted: Sep 29, 2026

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Original job description

Archived listing. The details below describe a past opening.

Shinhan Bank Canada (SHBC) is part of the global Shinhan Financial Group, one of South Korea's leading financial institutions. At SHBC, we provide a full range of financial services including everyday banking, mortgages and loans - delivered with deep local expertise and global insight.

Join a workplace where your contributions are valued and your professional development supported. At SHBC, you'll be part of a collaborative culture where every voice matters and your efforts directly impact the communities we serve.

The Financial Services Representative (FSR) understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience.

This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team-based business goals. The Financial Services Representative reports to the Branch Manager.

Key Responsibilities & Accountabilities

Create a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations
Proactively promote Shinhan Bank’s products and services by listening to and identifying the needs of customers
Resolve customer problems and concerns promptly, escalating issues as required
Provide sound advice at every customer interaction to create a positive customer experience
Complete financial transactions; opening/closing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
Complete a variety of account transactions; conduct customer interviews, and complete loan applications, approvals, payoff for customers accurately and efficiently
Develop and maintain relationships with the KSC, community, existing and new depository/loan customers
Professionally serve existing VIP and business customers
Ensure necessary due diligence is taken to support the accuracy of all customer transactions
Contribute to the achievement of branch KPI objectives by meeting or exceeding individual sales goals
Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
Identify and refer customers to team members and internal Bank partners as appropriate
Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis
Handle F/X(Import & Export Doc. DA/DP/LC)
Loan servicing tasks such as deliver the funds, monitoring/collecting payments, collecting fees, conduct customer interview for loan application and collecting signatures, etc.
Support administrative tasks relating to loans such as loan renewals and documentation, etc.
Additional duties as deemed necessary

Job Requirements

Education Requirements: Bachelor’s Degree

Work Experience Requirements: 1-3 years

Skilled in assessing new and existing customer’s needs, providing quality advice and recommendations
Strong interpersonal skills, ability to build quality, long-term relationships with clients
Advanced word processing and computer skills (Word, Excel, Power Point etc.)
Strong attention to detail
Demonstrated skills to effectively organize and prioritize high volume of work
Strong teamwork orientation
Legally eligible to work in Canada
Bilingual in English and Korean is an asset

Knowledge & Skills

Knowledge of Administration processes, practices and procedures

Risk, compliance and audit mindset

Adaptability & Flexibility

Learning mindset (Continuous learning)

Collaboration & Teamwork

Effective interactive communication

Initiative

Innovativeness

Information/ Data seeking

Attention to detail and quality

MS Office, ERP (Aither)

At Shinhan Bank Canada, we are committed to creating and maintaining a diverse, inclusive and accessible workplace. We believe that a collaborative and diverse team strengthens our organization and reflects the communities we proudly serve. You will be supported and empowered to realize your full potential as we work together to shape the future of banking. Our recruitment process is designed to be fair and inclusive. If you require accommodation at any stage of the hiring process, please let us know - we will work with you to meet your needs.

Only candidates selected for an interview will be contacted.

About employer

More about this job

Responsibilities

Understand customer banking needs and recommend suitable financial products and services, while delivering accurate transactions and resolving customer concerns. Develop customer relationships, support account and loan servicing, and contribute to branch sales goals while following banking, compliance, and operating procedures.

Requirements

A bachelor's degree and 1–3 years of work experience are required, along with customer needs assessment, quality advice, strong interpersonal skills, attention to detail, organization, teamwork, and advanced computer skills. Applicants must be legally eligible to work in Canada; English and Korean bilingual ability is an asset.

Skills

Customer Needs Assessment
Financial Advice
Relationship Building
Sales
Customer Service
Banking Transactions
Loan Applications
Risk and Compliance
Attention to Detail
Organization and Prioritization
Teamwork
Communication
Problem Resolution
Microsoft Office
Adaptability

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial Services
Customer Needs Assessment
Financial Advice
Sales Goals
New Accounts
Credit Products
Investment Advice
Deposits
Withdrawals
Bill Payments
Loan Applications
Loan Servicing
Foreign Exchange
Import and Export Documentation
DA/DP/LC
Risk Management
Compliance
Audit
Due Diligence
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
ERP
Aither
Branch Operations
Customer Interviews
Account Transactions
Korean

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